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January 16, 2020
Question

Living separately for half the year, then moved together. Filing advice

  • January 16, 2020
  • 1 reply
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Hi

My wife and I were separated because of training and lived apart (MN for me, OH for her) until June 2019. Beginning July, we both moved to IL and we are still here for now. How should we file our taxes?

 

Until last year, because we each had full years in our states MN and OH respectively, we were able to follow this approach, i.e. MFJ for Federal, and MFS using mock federal returns for our respective states. Not sure how to do it this year.

https://ttlc.intuit.com/questions/1901214-how-do-i-prepare-a-joint-federal-return-and-sepa[product key removed]ns

    1 reply

    January 16, 2020

    just answer the questions in TT related to when you moved; TT will figure it out from there.  You'll need to file in all 3 states 

    February 1, 2020

    Thanks. Hopefully, TT takes into account the fact that we were not together for the first half of the year so that she is not paying tax in MN on her income earned in OH by us filing jointly. The year prior to that, when we were tax residents of separate states on December 31, 2018, we did a joint federal return, but married filing separately returns for our respective states.

     

     

    February 2, 2020

    TT will ask EACH of you when you moved out of the state.....